01Overview
Relationship Manager for PMS and AIF sales in the B2B segment(IFAs, and wealth management firms).
Budget 10-12 Lacs
Location Mumbai & Ahmedabad
Key Roles & Responsibilities
Partner Acquisition & Empanelment: Identify, prospect, and onboard new B2B Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs)
Partner Relationship Management: Act as the primary point of contact for MFDs, keeping them updated on scheme performance and market trends.
Joint Client Engagement: Support partners by accompanying them on joint meetings with High-Net-Worth and Ultra-HNIs to pitch PMS/AIF products.
Business & AUM Growth: Execute sales strategies to drive revenue and maximize market penetration in assigned region.
Product Training: Motivates MFDs to participate in knowledge sessions, product presentations, and training to equip MFDs with the right sales tools.
Desired Qualifications & Skills
Education: Graduate or MBA preferred (Finance/Marketing)
Experience: 4 to 8 years of B2B channel sales experience in MFD segment
Product Knowledge: Strong understanding of equity markets,AIF and PMS
Soft Skills: Excellent consultative selling, relationship-building, and communication skills.
